Course Description

As a program staff member, each of your daily decisions and processes impacts your organization’s overall financial health—everything from budgeting customers’ training payments and daily time-tracking to funding stream assignments and procurement. During this course, we will walk you through an existing budget and then dive down into line-items to show you how each of these decisions ultimately impacts finances, program success and community need. By the end of the course, you'll have a deeper understanding of the reasoning behind best practices in program management and actionable tips for implementing them.

Instructor

Certified Public Accountants

Taylor Hall Miller Parker PA

Taylor Hall Miller Parker PA has 29 years of experience in public accounting for clients throughout Florida. Since the inception of the Firm in 1993, the Consulting Division has provided programmatic and fiscal monitoring, continuous improvement and technical assistance services to numerous Workforce Development Boards.

Course Curriculum

  • 1

    Introduction

    • Before You Begin

    • Course Objectives

  • 2

    Chapter One: Budget Review

    • Chapter One Slides & Audio

    • Chapter One Quiz

  • 3

    Chapter Two: Program Services

    • Chapter Two Slides & Audio

    • Chapter Two Quiz

  • 4

    Chapter Three: Time-tracking

    • Chapter Three Slides & Audio

    • Chapter Three Quiz

  • 5

    Chapter Four: Procurement Essentials

    • Chapter Four Slides & Audio

    • Chapter Four Quiz

  • 6

    Course Summary

    • course summary final.pdf

  • 7

    Course Handouts (Supplemental Material)

    • Chapter 1 Handout: Budget-to-Actual for 2016

    • Chapter 2 Handout: Analyzing Program Services (budget)

    • Chapter 3 Handout: Sample Personnel Activity Report

    • Chapter 2 Handout: ITA Budget Request